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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Cladis Investment Advisory
6351
Cladis Investment Advisory
Montana
$144M +$6.45M +5% 7.69% 131% 146 14.38% 2
Tilia Fiduciary Partners
6352
Tilia Fiduciary Partners
North Carolina
$144M +$16.4M +13% 6.98% 101% 108 13.89% 2.2
Allen Wealth Management
6353
Allen Wealth Management
North Carolina
$144M +$31.9M +28% 6.33% – 62 11.29% 0.7
Bain Capital Public Equity
6354
Bain Capital Public Equity
Massachusetts
$144M +$39.2M +37% 13.1% 169% 44 43.18% 0.6
Pelion Inc
6355
Pelion Inc
Utah
$144M +$22.5M +19% 22.8% 16.9% 4 0% 2.8
MKW
6356
Mullaney, Keating & Wright
Connecticut
$144M +$15.1M +12% 9.12% – 56 5.36% 0.2
General Equity Holdings
6357
General Equity Holdings
New York
$144M -$19.8M -12% 30.1% 775% 7 42.86% 1.6
Foresite Capital Management V
6358
Foresite Capital Management V
California
$144M -$12.7M -8% 5.98% 401% 5 0% 1.7
Clarity Asset Management
6359
Clarity Asset Management
Iowa
$144M +$3.04M +2% 5.12% 51.8% 211 14.22% 0.7
First Bancorp
6360
First Bancorp
Maine
$144M +$8.5M +6% 6.65% 80.3% 125 10.4% 2.7
Objectivity Squared
6361
Objectivity Squared
South Carolina
$144M +$13M +10% 5.33% – 51 7.84% 0.7
Apis Capital Advisors
6362
Apis Capital Advisors
New York
$144M +$8.21M +6% 18.1% 1,532% 43 39.53% 0.9
Certus Wealth Management
6363
Certus Wealth Management
California
$144M +$12M +9% 5.62% – 56 16.07% 1
26North Partners
6364
26North Partners
New York
$144M +$7.5M +6% 5.41% 77.8% 1 0% 1.8
Michael S. Ryan Inc
6365
Michael S. Ryan Inc
New York
$144M +$11.6M +9% 6.51% 63.3% 49 16.33% 1
Braun-Bostich & Associates
6366
Braun-Bostich & Associates
Pennsylvania
$143M +$8.95M +7% 6.27% 64.5% 123 18.7% 1
Napatree Capital
6367
Napatree Capital
Rhode Island
$143M +$20M +16% 7.22% – 167 23.35% 0.5
Sippican Capital Advisors
6368
Sippican Capital Advisors
Massachusetts
$143M +$17M +13% 13% 81.1% 121 13.22% 5.1
AMAL
6369
Asset Management Advisors LLC
Oklahoma
$143M +$12.3M +9% 10.9% 125% 17 5.88% 4.7
Richardson Capital Management
6370
Richardson Capital Management
Wisconsin
$143M +$13.2M +10% 6.21% 74.2% 189 29.1% 0.6
Empirical Capital Management
6371
Empirical Capital Management
Tennessee
$143M +$2.89M +2% 7.31% 205% 24 54.17% 2.4
Financial Symmetry
6372
Financial Symmetry
North Carolina
$143M +$14.5M +11% 6.41% 68.4% 46 10.87% 0.6
Valley Financial Group
6373
Valley Financial Group
Pennsylvania
$143M +$7.07M +5% 4.95% – 60 10% 0.7
Echo Wealth Management
6374
Echo Wealth Management
Minnesota
$143M +$10.4M +8% 5.82% 42.9% 49 10.2% 2.1
DIM
6375
DC Investments Management
Virginia
$143M +$24.4M +21% 5.61% 56.3% 92 13.04% 1.4